The Technology You Trust. Now With AI That Delivers.

Real AI agents are here, working inside your Vertafore solutions to save time, increase capacity, and help your agency grow. 

Explore AI     Get started today

#ffffff
AI you can put to work today

Less time on routine work.
More capacity and insights for what matters.

The technology your agency relies on is getting even smarter. Velocity™ AI agents work inside Vertafore solutions, taking on repetitive tasks, finding answers faster, and reducing friction across everyday workflows. Built on the systems and data you already trust, these agents help your team get more done—with more time and insights to focus on clients, relationships, and growth. Real AI. Real value. Available now. 

Live

Email Agent

Agency

Automatically interprets incoming emails, summarizes content, andtriggers the right workflows in your management system.

80% time saved | 98% accuracy

Watch the demo
Live

Reconciliation Agent

Agency

Automatically matches carrier statements to agency transactions to handle revenue, commissions, and payables with speed and precision.

90% time saved | 94% accuracy | 200+ carriers

Watch the demo

 

Live

Coach Agent

Agency

Answers product and how-to questions directly in AMS360 and Sagitta in the moment of work.

88% Time Saved | 94% Accuracy

Watch the demo

 

Live

Document Intelligence Agent

Agency | MGA | Carrier

Automates research to get you the answers you need faster.

90% Time Saved

Watch the demo
Live

Policy Intake Agent

Agency

Turns commercial policy documents into structured AMS360 data to enable faster policy processing.

86% Time Saved

Watch the demo
Live

Policy Check Agent

Agency

Compares issued policies against AMS360 data and source documents to identify discrepancies and recommend corrections for review.

90% Time Saved

Watch the demo
Live

Insurance Expert Agent

Agency | MGA | Carrier

Get answers from trusted sources powered by ReferenceConnect AI available directly inside your workflows.

80% Faster | 75+ Trusted publishers | 1M+ Documents

Watch the demo
Live

Benefit Plan Agent

Agency

Transforms plan documents into structured data, enabling faster, more accurate benefit plan creation in BenefitPoint.

70% Time saved | 90% Accuracy | 100% Plans types

Watch the demo
Coming Next

And more AI agents coming soon

Velocity AI continues to evolve with the work insurance agencies need to do.

Built for insurance. Designed for real workflows.

Vertafore AI agents are already making an impact for agencies.

8
active AI agents
100K+
emails processed by Velocity Email Agent
12K+
questions answered by Velocity Insurance Expert Agent
80K+
transactions processed by Velocity Reconciliation Agent

The future belongs to agencies that move faster.

Competitive pressure is real. Customer loyalty isn't a given. You need to adapt faster and grow smarter. That takes three things you should expect from your tech partners: real AI you can use today, measurable operational improvement, and a clear path toward becoming an AI-native agency.  

Vertafore delivers today.

Get started today

See what our Velocity AI agents can do for your business.

Connect with your Vertafore account team to see AI working inside your Vertafore solutions today.

See the workflows. Understand the impact. See where AI can help your agency get more done.

 
#ffffff